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Insights

Growth Readiness Revenue range of $10M-$25M and a mid-sized employee base suggests potential for scalable financial services, premium lending, investment products, and fintech integrations to support growth.

Community Orientation Emphasizes personal service and owner-like engagement, indicating opportunities for relationship-driven upsell across treasury management, personalized advisory, and high-touch digital onboarding.

Tech Stack Web technologies include WordPress, DreamWeaver, and SEO tools, signaling potential for modernized customer experiences, marketing automation, and secure, scalable online account access with compliance enhancements.

Industry Positioning Operating in financial services with peers of mid-market credit unions suggests competitive differentiation through member-centric products, low-cost servicing, and targeted partnerships in lending and wealth management.

Market Potential Similar companies list shows a crowded mid-tier credit union market; identify cross-sell opportunities with related financial services partners, fintech vendors, and regional expansion strategies to capture member growth.

Trade with Keith Kaplan Tech Stack

Trade with Keith Kaplan uses 8 technology products and services including WordPress, DreamWeaver, Google Font API, and more. Explore Trade with Keith Kaplan's tech stack below.

  • WordPress
    Content Management System
  • DreamWeaver
    Editors
  • Google Font API
    Font Scripts
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • HSTS
    Security
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

Trade with Keith Kaplan's Email Address Formats

Trade with Keith Kaplan uses at least 2 format(s):
Trade with Keith Kaplan Email FormatsExamplePercentage
FLast@generationscu.orgJDoe@generationscu.org
56%
FirstLast@generationscu.orgJohnDoe@generationscu.org
22%
Last@generationscu.orgDoe@generationscu.org
11%
First.Last@generationscu.orgJohn.Doe@generationscu.org
11%

Frequently Asked Questions

What is Trade with Keith Kaplan's phone number?

Minus sign iconPlus sign icon You can contact Trade with Keith Kaplan's main corporate office by phone at
+1-815-316-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trade with Keith Kaplan's official website and social media links?

Minus sign iconPlus sign iconTrade with Keith Kaplan's official website is tradeswithkeithkaplan.com and has social profiles on LinkedIn.

How much revenue does Trade with Keith Kaplan generate?

Minus sign iconPlus sign icon As of August 2026, Trade with Keith Kaplan's annual revenue is estimated to be $10M - $25M.

What is Trade with Keith Kaplan's NAICS code?

Minus sign iconPlus sign iconTrade with Keith Kaplan's NAICS code is 52 - Finance and Insurance.

How many employees does Trade with Keith Kaplan have currently?

Minus sign iconPlus sign iconAs of August 2026, Trade with Keith Kaplan has approximately 14 employees across 2 continents, including North AmericaEurope. Key team members include Vice President: K. A.Teller: I. D.Teller: M. A.. Explore Trade with Keith Kaplan's employee directory with LeadIQ.

What industry does Trade with Keith Kaplan belong to?

Minus sign iconPlus sign iconTrade with Keith Kaplan operates in the Financial Services industry.

What technology does Trade with Keith Kaplan use?

Minus sign iconPlus sign iconTrade with Keith Kaplan's tech stack includes WordPressDreamWeaverGoogle Font APIPriority HintsYoast SEOHSTSNginxOpenResty.

What is Trade with Keith Kaplan's email format?

Minus sign iconPlus sign iconTrade with Keith Kaplan's email format typically follows the pattern of FLast@generationscu.org. Find more Trade with Keith Kaplan email formats with LeadIQ.

When was Trade with Keith Kaplan founded?

Minus sign iconPlus sign iconTrade with Keith Kaplan was founded in 2005.
Trade with Keith Kaplan logo

Trade with Keith Kaplan

Financial ServicesMaryland, United States11-50 Employees

Trade with Keith Kaplan is a Baltimore-based financial services firm that operates with a community-oriented, full-service approach. It emphasizes a member-owned model, treating clients as owners rather than account numbers, and providing a broad spectrum of financial services with a personal touch. The firm targets individuals involved in the stock market, hedge funds, or other forms of trading, positioning itself as a resource for investors seeking close, relationship-driven service. Described as a small to midsize organization, it situates its operations in Baltimore and offers services at competitive costs with the aim of favorable client outcomes. The available information does not include a founding date or revenue figures.

Section iconCompany Overview

Phone number
+1-815-316-****
Website
tradeswithkeithkaplan.com
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Trade with Keith Kaplan's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Trade with Keith Kaplan's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Stylized image of a person
    K. A.
    Vice President
    Mobile Phone
  • Stylized image of a person
    I. D.
    Teller
    Mobile Phone
  • Stylized image of a person
    M. A.
    Teller
    Mobile Phone
  • Stylized image of a person
    M. R.
    Teller
    Mobile Phone

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